JPMorgan Sees Strong AI Demand for CoreWeave
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.
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Barclays Turns Bearish on HP, Sees Further Downside
Barclays downgraded HP to Underweight, cutting its price target to $18, citing weak PC and printing demand and limited growth catalysts.
Micron Director Buys $7.8M in Shares as Stock Jumps 6%
Micron shares rise premarket after director Teyin Liu buys $7.8M worth of stock, signaling confidence as chip stocks rally.
Rosenblatt Starts Coverage on Quantum Computing with Buy Rating
Rosenblatt gives Quantum Computing a Buy rating with $22 target, highlighting its strong quantum assets and growth in photonics and computing.
JPMorgan Upgrades F5 After Strong Post-Incident Performance
JPMorgan upgrades F5 to Overweight with a $345 target, citing strong post-incident execution and upside potential in earnings.
Wells Fargo Upgrades Broadcom, KLA, Lam Research, and Analog Devices
Wells Fargo upgrades Broadcom, KLA Corp., Lam Research, and Analog Devices to Overweight, citing strong growth potential, supply-demand dynamics, and positive market momentum.